Navigate to the SMS Module

1. Log in to your Telgoo5 dashboard.
2. On the left-hand navigation menu, locate the Notification (PC677) section.
3. Click on Add New SMS Notification (PC675).

Configure SMS Notification Details

Fill in the configuration form provided on the screen:

• Select Notification Type: Choose the event that triggers this SMS (e.g., Activation, Payment Reminder, Order Update).

• Carrier: Select the relevant carrier or "All Carriers" from the dropdown.
• State/Plan: Select the specific state or plan(s) to which this notification applies.

Compose Your SMS

• SMS Content: Enter the text you want the customer to receive.
  • Tip: Similar to email templates, you can use system variables such as $FIRST_NAME$, $ACCOUNTNO$, or $PLANNAMES$ to ensure the message is personalized for the customer.
• Character Limit: Be mindful of character limits standard to SMS messaging to ensure the message is delivered correctly without being truncated by the carrier.

Finalize

1. Review all details, including the notification type and carrier selection, to ensure they match your requirements.
2. Click the Preview button to activate the new SMS notification template.

Pro-Tip for your training curriculum:

When setting up notifications, ensure you test the trigger event (e.g., perform a test activation) to verify that the SMS is successfully received at the expected time and that all placeholders correctly populate with customer data.